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5 Internet of Things Companies Investors Shouldn’t Overlook
5 IoT Companies Investors Shouldn’t Overlook Broadcom Freescale Semiconductor Intel Invensense Ambarella Which companies are we talking about?
Broadcom 5 IoT Companies Investors Shouldn’t Overlook
Why Broadcom? Launched WICED Sense device and software development kit last year -- for just $20 Allows companies big and small to cheaply create IoT prototypes Device includes Broadcom's BCM20737 chip and a long list of sensors: Electric compass, barometer, altimeter, humidity and temperature sensors, and motion-sensing gyroscope and accelerometer Source: Broadcom. 5 IoT Companies Investors Shouldn’t Overlook
2.18% 1.6% Why Broadcom? Just updated WICED system-on-chip (SoC) and the software supports Apple's iBeacon technology, the A4WP wireless charging standard, and has its own on-chip encryption and decryption security Also added near-field communication (NFC) capabilities to the SDK Broadcom’s new BCM43907 SoC is the industry's first dual-band Wi-Fi audio chip for embedded devices WICED software can be found in LIFX smart lightbulbs, and Homeboy security cameras 5 IoT Companies Investors Shouldn’t Overlook
2.18% 1.6% Opportunities and concerns with Broadcom: Company makes the vast majority of its revenue from its semiconductors and wireless connectivity chips (for mobile behemoth Samsung) Doesn’t break out IoT revenue, so it’s not likely to be much right now Intel and Qualcomm are formidable opponents for the company Broadcom is getting into IoT now, for a potential payoff much later 5 IoT Companies Investors Shouldn’t Overlook
Freescale Semiconductor 5 IoT Companies Investors Shouldn’t Overlook
Big play on the Internet of Things. About 44% of revenue comes from its wireless microcontrollers for the auto industry Additional revenue generation is derived from LTE connectivity Both of these markets (LTE and automotive) offer many opportunities for Freescale Why Freescale Semiconductor? Source: Freescale. 5 IoT Companies Investors Shouldn’t Overlook
China Mobile is continually expanding TD-LTE, which the company says it directly benefits from In 2014 the auto industry saw it’s best sales year since 2006. Expected to climb even higher over next two years Why Freescale Semiconductor? 5 IoT Companies Investors Shouldn’t Overlook
2.18% 1.6% Opportunities and concerns with Freescale: Great Q3 2014 -- sales from all business segments up double digit percentages year-over-year Company is working to pay off debt, but still holds about $6.5 billion. Most won’t mature until 2020 Stock was up 53% in 2014, but is very volatile 5 IoT Companies Investors Shouldn’t Overlook
Intel 5 IoT Companies Investors Shouldn’t Overlook
In Q3 2014, the company made $530 million IoT revenue, up 14% year over year Has its small Quark processor and Edison board for Internet of Things devices According to The Wall Street Journal, Intel’s chips will power the next hardware update for Google Glass Recently launched the MICA bracelet with Opening Ceremony as a luxury wearable device Founding member of the Industrial Internet Consortium to create IoT standards Why Intel? Source: Intel. 5 IoT Companies Investors Shouldn’t Overlook
Has already worked on smart city technologies with the city of San Jose Purchased Basis Science last year and just introduced a new smart watch under the brand Recently teamed up Accenture, Dell, SAP, and others to launch a new Internet of Things platform Working on Predictive Maintenance software to analyze IoT data. Saved $9 million in one of its factories using the software and will sell the tech to companies starting this year Why Intel? 5 IoT Companies Investors Shouldn’t Overlook
Expects $2 billion in IoT revenue for the full 2014 year Intel is clearly not a leader in mobile, which could potentially hold the company back as stronger mobile competitors (Qualcomm) transition to more Internet of Things solutions Overall, Intel’s made huge strides just one year after establishing a dedicated IoT division Opportunities and concerns for Intel: 5 IoT Companies Investors Shouldn’t Overlook
Invensense 5 IoT Companies Investors Shouldn’t Overlook
Why Invensense? Makes micro electro mechanical system (MEMS) gyroscopes for motion tracking Sensors are in Samsung smart watches and smartphones, Apple’s iPhone 6 lineup, Google Glass, and other tech Source: Invensense. 5 IoT Companies Investors Shouldn’t Overlook
Why Invensense? Sales of MEMS are expected to triple over the next three years -- from about $104 million in 2014 to $334 million by 2018, according to IHS Has clients like LG and Xiaomi which sell lots of devices, and are expanding their reach 5 IoT Companies Investors Shouldn’t Overlook
Opportunities and concerns for Invensense: Drop from 50% gross margin to 37% sequentially, in fiscal Q2 Company wrote down about $7.4 million in inventory that "is now excess or obsolete," said Martin Dentinger, Invensense's CFO Margins should rebound in the current quarter Lots of exposure to larger clients, which lowers cost per unit. Stock was down 26% in 2014. Still lots of potential for the company, but it needs to deliver on that potential soon 5 IoT Companies Investors Shouldn’t Overlook
Ambarella 5 IoT Companies Investors Shouldn’t Overlook
Why Ambarella? Supply camera systems-on-a-chip (SoC) for GoPro’s cameras and other wearable technology Chips are great in low-level light and for high-performance use Just introduced its high-end chip -- the A9 SoC for high-definition and quick video compression. Leads in both of those categories Source: Ambarella. 5 IoT Companies Investors Shouldn’t Overlook
Why Ambarella? Big in consumer market, lots of commercial opportunity Chinese aerial vehicle manufacturer DJI (which makes cameras for filmmaking) just started using Amarella’s A9 chip for its 4K Ultra HD high-end drone 5 IoT Companies Investors Shouldn’t Overlook
Opportunities and concerns for Ambarella: Currently has 63% gross margins Still slow in commercial, AT&T has some high-definition security cameras that use company’s SoCs, but want to see more of this Top security camera suppliers showed off cameras at trade show in October using Ambarella systems-on-a-chip 5 IoT Companies Investors Shouldn’t Overlook
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